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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,545 hedge funds and large institutions have $22.6B invested in Vanguard Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 691 increasing their positions, 550 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,545
Holders Change
-48
Holders Change %
-3.01%
% of All Funds
26.12%
Holding in Top 10
169
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.6%
% of All Funds
2.86%
New
80
Increased
691
Reduced
550
Closed
108
Calls
$9.81M
Puts
$4.95M
Net Calls
+$4.86M
Net Calls Change
+$2.77M

Top Buyers

1
OWM
Orgel Wealth Management
Wisconsin
+$203M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$105M
3
CIAS
CBIZ Investment Advisory Services
Ohio
+$53.5M
4
AAS
Annex Advisory Services
Wisconsin
+$41.6M
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$41.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$711M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$267M
3
Citadel Advisors
Citadel Advisors
Florida
-$202M
4
CSIA
Charles Schwab Investment Advisory
California
-$141M
5
AWA
Aaron Wealth Advisors
Illinois
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janus Henderson Group
976
Janus Henderson Group
United Kingdom
$642K -$3.17K -18 -0.5%
SWM
977
SeaCrest Wealth Management
New York
$642K +$29.9K +170 +5%
FPCP
978
Fort Point Capital Partners
California
$641K -$9.5K -54 -1%
IPW
979
Intergy Private Wealth
Colorado
$640K -$339K -1,928 -35%
WCF
980
West Coast Financial
California
$631K -$438K -2,485 -41%
LNWTC
981
Laird Norton Wetherby Trust Company
Washington
$628K +$65.8K +374 +12%
MWM
982
Modera Wealth Management
New Jersey
$625K -$186K -1,056 -23%
SSWM
983
Smith Salley Wealth Management
North Carolina
$625K -$142K -806 -19%
RSS
984
Rosenblum Silverman Sutton
California
$625K – – –
CGPCS
985
Capital Group Private Client Services
California
$625K +$28.9K +164 +5%
SWM
986
Segment Wealth Management
Texas
$623K +$880 +5 +0.1%
WIP
987
WealthCare Investment Partners
Rhode Island
$615K -$82.7K -470 -12%
KTM
988
Keeler Thomas Management
Utah
$614K -$1.05M -5,991 -63%
PCM
989
Pennsylvania Capital Management
Pennsylvania
$611K +$27K +153 +5%
MHS
990
M Holdings Securities
Oregon
$610K -$212K -1,205 -26%
ASW
991
Astoria Strategic Wealth
Texas
$609K -$135K -767 -18%
TPA
992
Trivium Point Advisory
Connecticut
$609K -$58.1K -319 -9%
FLA
993
Financial Life Advisors
Texas
$609K -$19.2K -109 -3%
SAM
994
SignalPoint Asset Management
Missouri
$606K +$24.1K +137 +4%
SWM
995
Soundmark Wealth Management
Washington
$604K -$256K -1,451 -30%
SDWMA
996
Schneider Downs Wealth Management Advisors
Pennsylvania
$602K +$9.51K +54 +2%
RWA
997
River Wealth Advisors
Pennsylvania
$596K -$43.5K -247 -7%
MPW
998
Melone Private Wealth
Michigan
$595K – – –
RA
999
RFG Advisory
Alabama
$594K +$67.3K +342 +13%
AC
1000
Abbrea Capital
California
$593K -$22K -125 -4%
38 39
40
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